Do you need expert help regarding your investments, tax plan or retirement goals? At Vesta Wealth, our Chartered team can give you the insights and clarity you need.
Chartered Financial Planners
Financial Planning
Welcome to Vesta Wealth.
Financial planners in Cumbria.
Vesta Wealth is a longstanding team of financial planners based in the north of England. Hailing from our head office in the west, our presence has grown to reach individuals, families and businesses in Newcastle who need expert financial insights to protect and grow their wealth.
Our business is listed as a Chartered Financial Planner – widely considered the “gold standard” of financial planning and advice in the UK. That means we hold ourselves to the highest industry standards, offering you leading knowledge, expertise and professional service to help you achieve your goals.
Financial planning encompasses a broad range of financial matters including pensions, tax planning, estate planning and financial protection. Our mission is to help you achieve excellence in each area – tying everything together into a unified, coherent plan which moves you and your loved ones in the right direction.
Get in touch to find out more about our process at Vesta Wealth and to book a free, no-commitment consultation.
Our Process
Initial Meeting
Our process begins with an initial discovery meeting to get to know you, your position and your goals. This enables us to form a clear picture of your needs, giving us information to start building your bespoke financial plan for pensions, investments, estate planning and more.
Plan Implementation
Once we have completed our analysis, we put our recommendations to you. In light of your feedback, we tailor the strategy to suit your requirements and begin the implementation once you are happy with everything. From there, do the legwork to get everything in motion.
Continuing Support
A financial plan is a long-term commitment. As such, our team is available to provide ongoing monitoring, support and review services to keep your steering towards your goals. We conduct regular meetings with you to highlight risks and opportunities, making adjustments when needed.
Meet The Team
Catherine Daniell
Independent Financial Adviser
Matt Gardner MA APFS
Chartered Financial Planner
Steve Jolly
Independent Financial Adviser
Stephen Parker DipPFS
Independent Financial Adviser
Gary Mirfin ACII APFS
Director
”Thank you so much for all your hard work in preparing the Transfer Analysis Report and cover letter, everything is as I had expected and very much meets my approval. I am so happy to have finally found a company that has understood my request and prepared exactly what I have requested.
GCarlise
”In a very short period you have sorted our pensions problem. What we thought would be a daunting experience was handled for us in a reassuring manner. We are both happy with the arrangements, we are now able to plan our future. Many thanks for everything you have done.
A. & L. BBusiness Owner, Stockton on Tees
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